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CF

Ceaser Fraschilla

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CRD#: 213175
CF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ceaser Fraschilla, who also goes by Fraschilla Ceaser, Ceasar Fraschilla, was a registered financial professional .

Ceaser is a previously registered financial professional and started their career in finance in 1969. Ceaser had worked at 15 firms and has passed the Series 65, Series 63, Series 41, PC, Series 1, Series 14, Series 8 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Fraschilla Ceaser | Ceasar Fraschilla

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 11, 2006 - July 18, 2014

ANDREW GARRETT INC.

BD
CRD#: 29931
NEW YORK, NY
Past

May 9, 2003 - September 14, 2006

LAIDLAW & COMPANY (UK) LTD.

BD
CRD#: 119037
NEW YORK, NY
Past

November 12, 2001 - October 29, 2004

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
NEW YORK, NY
Past

May 24, 2000 - November 26, 2001

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

January 16, 1998 - May 19, 2000

W.J. NOLAN & COMPANY, INC.

BD
CRD#: 16465
NEW YORK, NY
Past

June 11, 1996 - January 15, 1998

LT LAWRENCE & CO., INC.

BD
CRD#: 31956
NEW YORK, NY
Past

September 28, 1994 - June 3, 1996

HAMPSHIRE SECURITIES CORPORATION

BD
CRD#: 19725
NEW YORK, NY
Past

December 13, 1991 - September 22, 1994

LAIDLAW GLOBAL SECURITIES, INC.

BD
CRD#: 19018
NEW YORK, NY
Past

January 31, 1991 - November 25, 1991

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

January 6, 1989 - January 8, 1991

JJC SECURITIES CO., INC.

BD
CRD#: 3144
Past

July 6, 1978 - December 3, 1988

EVANS & CO., INC.

BD
CRD#: 268
Past

September 30, 1976 - August 13, 1978

NEWHARD, COOK & CO. INCORPORATED

BD
CRD#: 619
Past

May 5, 1976 - November 7, 1976

HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED

BD
CRD#: 412
Past

January 28, 1972 - March 5, 1976

ANDERSON & STRUDWICK, INCORPORATED

BD
CRD#: 48
Past

September 22, 1969 - February 24, 1972

DREXEL BURNHAM & CO. INCORPORATED

BD
CRD#: 116

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AG
ANDREW GARRETT INC.
ANDREW GARRET, INC | MIDWEST DISCOUNT BROKERS INC. | MIDWEST DISCOUNT BROKERS | ANDREW GARRETT, INC. | ANDREW GARRETT INC.

CRD#: 29931 / SEC#: 801-71581, 8-44659

RIA
Registered Investment Advisory firm - SEC (7/6/2010 Approved)
California
Registered Investment Advisory firm - SEC (11/29/2011 Terminated)
Florida
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
Georgia
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
Illinois
Registered Investment Advisory firm - SEC (7/6/2010 Terminated)
Minnesota
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
Missouri
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
Montana
Registered Investment Advisory firm - SEC (3/14/2019 Terminated)
New York
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (11/30/2011 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
Texas
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
Virginia
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/27/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 41
Date: 6/15/1985
NYSE Allied Member Examination
General Industry/Product Exam
RR
PC
Date: 1/17/1978
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 3/16/1961
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 4/25/1991
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 8
Date: 12/27/1990
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
RR
Series 40
Date: 3/29/1973
Registered Principal Examination

Current Firm


AG
ANDREW GARRETT INC.
ANDREW GARRET, INC | MIDWEST DISCOUNT BROKERS INC. | MIDWEST DISCOUNT BROKERS | ANDREW GARRETT, INC. | ANDREW GARRETT INC.

CRD#: 29931 / SEC#: 801-71581, 8-44659

RIA
Registered Investment Advisory firm - SEC (7/6/2010 Approved)
California
Registered Investment Advisory firm - SEC (11/29/2011 Terminated)
Florida
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
Georgia
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
Illinois
Registered Investment Advisory firm - SEC (7/6/2010 Terminated)
Minnesota
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
Missouri
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
Montana
Registered Investment Advisory firm - SEC (3/14/2019 Terminated)
New York
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (11/30/2011 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
Texas
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
Virginia
Registered Investment Advisory firm - SEC (11/28/2011 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
230 Park Ave 3rd Floor West, New York, NY 10169
Mailing Address
230 Park Ave 3rd Floor West, New York, NY 10169
Phone number
(212) 682-8833
Established
Delaware since 04/19/2006
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
13

SEC notice filing (34 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ANDREW GARRETT, INC. (10/29/2025)

Direct owners and executive officers


NamePositionCRD#
ANDREW GARRETT HOLDING CORPOWNER
ESTATE OF JESSE UPCHURCHSHARE HOLDER
PLAINS CAPITAL BANKEXECUTOR OF ESTATE
CANNIZZARO-FONG, JANNELLE LYNNCHIEF FINANCIAL OFFICER/FINOP4249300
MAURER, MARK HENRYCHIEF COMPLIANCE OFFICER
MAURER, MARK HENRYCHIEF COMPLIANCE OFFICER1496683
MITCHELL, JAMES ROBERT JRCHIEF ADMINISTRATIVE OFFICER1374268
SYCOFF, ANDREW GARRETTCHIEF EXECUTIVE OFFICER/DIRECTOR2119089

Regulatory assets under management


Total Number of Accounts1,402
AUM (Assets Under Management)$ 663,049,158

Disclosures


Regulatory Event15

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ANDREW GARRETT INC.

CRD#: 29931

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